Financial advisors and wealth management services for individuals, businesses, & not-for-profits. We have experience providing our clients with exceptional financial solutions. Service is our strong suit, we believe in forming lifelong relationships built on trust and respect. An Exchange-traded fund (EFT), is an investment fund traded on stock exchanges that holds assets like a stock, commodity, bonds, or a basket of assets.
A stock is a type of security that represent ownership in a business or corporation that acts as a claim on part of the corporation's assets and earnings. A bond is a contract between two parties that represents a loan made by an investor to a borrower. A bond has a maturity date and the bond issuer has to pay back the money to the investors plus interest.
A stock is a type of security that represent ownership in a business or corporation that acts as a claim on part of the corporation's assets and earnings. A bond is a contract between two parties that represents a loan made by an investor to a borrower. A bond has a maturity date and the bond issuer has to pay back the money to the investors plus interest.
Services
Founded in 2017, we are a Registered Investment Advisory firm that provides financial advice, management, planning and strategies to individuals and not-for-profit organizations. Savicki Capital is service-driven, and we understand that trust and respect are the foundation to any long-term relationship.
Savicki Capital helps people grow, preserve, and transfer their wealth. We do this with long-term, goal-based financial planning. We dedicate ourselves to getting to know you, and what your specific goals and interests are. We then develop a step-by-step plan, as well as a detailed investment strategy for your assets to help you achieve your goals.
As a Registered Investment Advisory (RIA) firm, we provide individuals, businesses, and not-for-profit organizations with financial advice, wealth management, investment planning, and strategies to make financial dreams a reality. If you are looking for honest and knowledgeable financial advisors who have your best interests at heart, you've come to the right place.
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Catrina Dibble
Oct 24, 2019
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